NEW ENGLAND GUILD WEALTH ADVISORS, INC.
Q4 2022 13F Holdings
- Locationavon, CT
- Num holdings
67
- Value ($000)
$190
- Date Filed01/11/2023
- Form type13F-HR
- CIK0000878057
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2022 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
Vanguard Total Int'l Stock | ETF | 921909768 | $34.30K | 18 % | 663,232 | ||
BSV Vanguard Short-Term Bond | ETF | 921937827 | $13.57K | 7 % | 180,264 | ||
VCSH Vanguard Short-Term Corp. Bond | ETF | 92206C409 | $12.50K | 7 % | 166,210 | ||
SPY SPDR S&P 500 | ETF | 78462F103 | $10.18K | 5 % | 26,625 | ||
VTI Vanguard Total Stock Market | ETF | 922908769 | $8.61K | 5 % | 45,054 | ||
REGL Proshares Dividend Aristocrats | ETF | 74347B680 | $8.44K | 4 % | 117,947 | ||
NOBL ProShares Dividend Aristocrats | ETF | 74348A467 | $7.36K | 4 % | 81,729 | ||
IEFA iShares Core MSCI EAFE | ETF | 46432F842 | $7.31K | 4 % | 118,594 | ||
BND Vanguard Total Bond Market | ETF | 921937835 | $6.41K | 3 % | 89,155 | ||
VEA Vanguard Int'l Developed Marke | ETF | 921943858 | $5.18K | 3 % | 123,468 |
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